KBWD Institutional Ownership & Shareholders
INVESCO KBW HIGH DIVIDEND YI (KBWD) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $89.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of KBWD tracked by InsiderSet, reporting ownership valued at approximately $18.61M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.82M, representing an estimated loss of -14.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed KBWD value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO KBW HIGH DIVIDEND YI (KBWD).
This page ranks the largest institutional KBWD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$89.95M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$18.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,498,521 | $18,611,632 | $15,824,382 | -$2,787,250 | -14.98% | |
| Lpl Financial Llc | 0.00% | 908,907 | $11,288,628 | $9,598,058 | -$1,690,570 | -14.98% | |
| Morgan Stanley | 0.00% | 857,981 | $10,656,138 | $9,060,279 | -$1,595,859 | -14.98% | |
| Mission Hills Financial Advisory, Llc | 4.49% | 823,136 | $10,223,348 | $8,692,316 | -$1,531,032 | -14.98% | |
| Bank Of America Corp | 0.00% | 807,309 | $10,026,772 | $8,525,183 | -$1,501,589 | -14.98% | |
| Gradient Investments Llc | 0.10% | 647,708 | $7,157,171 | $6,839,796 | -$317,375 | -4.43% | |
| Bnp Paribas Financial Markets | 0.00% | 338,644 | $4,205,958 | $3,576,081 | -$629,877 | -14.98% | |
| Raymond James Financial Inc | 0.00% | 214,547 | $2,664,676 | $2,265,616 | -$399,060 | -14.98% | |
| Thrive Capital Management, Llc | 0.27% | 136,967 | $1,513,483 | $1,446,372 | -$67,111 | -4.43% | |
| Envestnet Asset Management Inc | 0.00% | 121,856 | $1,513,453 | $1,286,799 | -$226,654 | -14.98% | |
| Cetera Investment Advisers | 0.00% | 71,412 | $886,937 | $754,111 | -$132,826 | -14.98% | |
| Harvest Investment Services, Llc | 0.13% | 69,181 | $859,224 | $730,551 | -$128,673 | -14.98% | |
| Equitable Holdings, Inc. | 0.01% | 68,850 | $855,120 | $727,056 | -$128,064 | -14.98% | |
| Mml Investors Services, Llc | 0.00% | 62,448 | $775,606 | $659,451 | -$116,155 | -14.98% | |
| Endowment Wealth Management, Inc. | 0.25% | 52,469 | $651,659 | $554,073 | -$97,586 | -14.98% | |
| Osaic Holdings, Inc. | 0.00% | 51,402 | $638,443 | $542,805 | -$95,638 | -14.98% | |
| Kovack Advisors, Inc. | 0.03% | 48,112 | $600,178 | $508,063 | -$92,115 | -15.35% | |
| Jefferies Financial Group Inc. | 0.01% | 45,344 | $563,172 | $478,833 | -$84,339 | -14.98% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 46,022 | $508,543 | $485,992 | -$22,551 | -4.43% | |
| D. E. Shaw & Co., Inc. | 0.00% | 38,521 | $478,431 | $406,782 | -$71,649 | -14.98% | |
| Ifp Advisors, Inc | 0.01% | 41,786 | $461,735 | $441,260 | -$20,475 | -4.43% | |
| Creativeone Wealth, Llc | 0.01% | 35,642 | $442,676 | $376,380 | -$66,296 | -14.98% | |
| Regal Investment Advisors Llc | 0.02% | 31,912 | $396,348 | $336,991 | -$59,357 | -14.98% | |
| Independent Financial Group, Llc | 0.01% | 30,158 | $333,246 | $318,468 | -$14,778 | -4.43% | |
| Ubs Group Ag | 0.00% | 26,656 | $331,068 | $281,487 | -$49,581 | -14.98% | |
| Winnow Wealth Llc | 0.19% | 26,337 | $291,021 | $278,119 | -$12,902 | -4.43% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,308 | $239,814 | $203,892 | -$35,922 | -14.98% | |
| Simplicity Wealth,Llc | 0.01% | 20,603 | $227,664 | $217,568 | -$10,096 | -4.43% | |
| Newedge Advisors, Llc | 0.00% | 17,484 | $217,152 | $184,631 | -$32,521 | -14.98% | |
| Cwm, Llc | 0.00% | 16,221 | $203,411 | $171,294 | -$32,117 | -15.79% | |
| Royal Bank Of Canada | 0.00% | 16,157 | $201,000 | $170,618 | -$30,382 | -15.12% | |
| Tower Research Capital Llc (Trc) | 0.00% | 13,894 | $172,563 | $146,721 | -$25,842 | -14.98% | |
| Oakmont Advisory Group, Llc | 0.14% | 13,487 | $167,509 | $142,423 | -$25,086 | -14.98% | |
| Janney Montgomery Scott Llc | 0.00% | 12,774 | $159,000 | $134,893 | -$24,107 | -15.16% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 12,240 | $152,031 | $129,254 | -$22,777 | -14.98% | |
| Farther Finance Advisors, Llc | 0.00% | 12,793 | $141,367 | $135,094 | -$6,273 | -4.44% | |
| Koshinski Asset Management, Inc. | 0.01% | 11,615 | $128,346 | $122,654 | -$5,692 | -4.43% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 9,339 | $115,990 | $98,620 | -$17,370 | -14.98% | |
| Choreo, Llc | 0.00% | 10,134 | $111,981 | $107,015 | -$4,966 | -4.43% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 9,922 | $109,638 | $104,776 | -$4,862 | -4.43% | |
| Fifth Third Bancorp | 0.00% | 8,698 | $108,029 | $91,851 | -$16,178 | -14.98% | |
| Jpmorgan Chase & Co | 0.00% | 8,351 | $103,302 | $88,187 | -$15,115 | -14.63% | |
| Founders Financial Alliance, Llc | 0.01% | 5,973 | $74,185 | $63,075 | -$11,110 | -14.98% | |
| Simplex Trading, Llc | 0.00% | 5,182 | $64,360 | $54,722 | -$9,638 | -14.98% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,861 | $60,374 | $51,332 | -$9,042 | -14.98% | |
| Harbour Investments, Inc. | 0.00% | 2,500 | $31,050 | $26,400 | -$4,650 | -14.98% | |
| Jones Financial Companies Lllp | 0.00% | 1,156 | $14,213 | $12,207 | -$2,006 | -14.11% | |
| Img Wealth Management, Inc. | 0.01% | 1,249 | $13,801 | $13,189 | -$612 | -4.43% | |
| Triumph Capital Management | 0.00% | 924 | $10,210 | $9,757 | -$453 | -4.43% | |
| Fmr Llc | 0.00% | 733 | $9,101 | $7,740 | -$1,361 | -14.95% |
Frequently asked questions about KBWD
Who are the largest institutional holders of KBWD?
The largest institutional holders of KBWD reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Lpl Financial Llc, Morgan Stanley, Mission Hills Financial Advisory, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported KBWD position.
What is KBWD institutional ownership?
This page tracks KBWD positions reported by institutional investment managers through SEC Form 13F. INVESCO KBW HIGH DIVIDEND YI (KBWD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KBWD?
InsiderSet currently tracks 55 institutional managers reporting KBWD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KBWD shareholders.
How much KBWD stock do institutions own?
Institutional investment managers disclosed approximately $89.95M in KBWD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KBWD institutional ownership last updated?
The latest KBWD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KBWD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KBWD position after the reporting date.
Are institutions buying or selling KBWD?
Institutional buying and selling can be analyzed by comparing KBWD positions across consecutive 13F reporting periods. InsiderSet's KBWD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KBWD ownership changes.
How has KBWD institutional ownership changed over time?
InsiderSet tracks KBWD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.